Financial Planning for you

At CST Wealth our experienced Wealth Management team provides tailored solutions for every client we work with. In each case, the common link is the process that we follow to create long lasting relationships and become a trusted adviser. We provide bespoke financial plans for our clients, designed specifically to grow and develop over time, taking into account their circumstances and needs.

PLANNING PROCESS

      1. Initial meeting & information gathering
        We will meet with you at no cost or obligation to discuss your needs in detail, discussing your current arrangements and circumstances, giving us a better idea of how we can help.
      2. Identifying personal goals & objectives
        We will fully assess your current circumstances and arrangements, basing our financial plan and recommendations on how best to meet your goals in the short and long term.
      3. Financial Plan Presentation
        We will present our plan to you in a second face-to-face meeting, if appropriate, agreeing what areas to implement and timeframes for completing the initial advice process. Following this we will review any points highlighted as areas of concern or future considerations.
      4. Implementation of the financial plan
        Where applicable, we will implement advice, such as setting pension schemes or applying for life cover. When this is not possible, we can offer full support through the process.
      5. Regular Financial Plan Reviews
        With various services available to help meet your ongoing requirements, we can discuss during the planning process which level is most appropriate to your needs.